Our goal is to make managing your website as seamless as possible. Let’s get into some of the features and resources that we believe are most important to have in your ObservePoint toolbox:

Clicking on the ObservePoint logo will navigate you back to the Data Sources screen.

​Your company logo is provided through ObservePoint, if you would like it changed, please make that request through your ObservePoint Customer Success Manager.
​
​Data Sources

This is where you can manage all of your Audits and Journeys within ObservePoint.

A single place to view all alerts they have triggered from any audit within the Account.

The Usage Report gives admins & users valuable information regarding your contractual terms with ObservePoint and presents a comprehensive breakdown of usage during specific contract term dates. You can even set up alerts to ensure that you’re fully utilizing your contract. To access the report, navigate to the Usage Dashboard located in the left-hand navigation bar under “Usage.” For more information on getting the most out of your Usage Dashboard, check out this article from our Help Center.

You can also see any requested exports as well which user events have taken place in the app via the event log.

Manage your Alerts, Consent Categories, and Tag & Variable Rules within the Standards section. Create, edit, and apply them to data sources from here.

ObservePoint can handle even more use cases with some additional configuration. This includes setting up reusable actions for interacting with your website and validating links in your marketing emails.

This launchpad is your starting point for creating anything new within ObservePoint. From Audits to Folders, you can begin the process here.

A global search that will allow you to find any Folder, Audit or Journey.

The Support section provides everything you need, from live help and academy training to API documentation, Journey Support, and product updates. It's your go-to resource for any questions.

The Settings section is where you can manage things like notifications, folders, labels, themes, and shared links.

Update your personal information here, such as your password and email address. You can also log out here.

The chatbot in the bottom right-hand corner of ObservePoint uses AI to scrape all of our help docs in order to find the best answer to your question. You can also use it to contact our support team. They generally reply within an hour unless it is a holiday or weekend. Interact with the AI Chat the same way you would with ChatGPT or something similar.

To access the chatbot, simply click the yellow icon in the bottom right corner of our website or on your app.

Have a few ideas about how we can improve our product? Is part of our user experience confusing to you? We welcome the insights and ideas of our customers. You can submit your feedback to our product team through our feedback portal in just two easy steps:

Log in to your account, and in the bottom left hit “settings” and then “product updates & feedback”.

Submit product ideas on the top right where it says “submit an idea”

TipJar is a free monthly webinar built around common customer questions or needs. The webinars can provide you with the tips, tricks, and insights necessary to ensure that you are getting the most out of ObservePoint. There is usually an opportunity for a Q&A session at the end.

The TipJars take place on the last Tuesday of every month, and you can register through this link. We also have a library of resources, including past TipJars, that can be accessed here.

If you have additional questions and are unable to find the answers through the above resources, please be sure to reach out to your CSM.